IT Help Desk Location: Siebert 101 Phone: (208) 769-3280 Email: helpdesk@nic.edu Skype for Business (formerly Lync 2013) is collaboration software that can be used to communicate with NIC employees via IM, Video, and content sharing. Table of Contents Accessing Interface Groups and Contacts Creating Groups Adding Contacts Instant Messaging Sending Text Sending a File or Picture Sharing Adding Participants to an IM Video Starting a Video Call Accepting a Video Call Setup Setting up Audio Setting up Video Troubleshooting Who to contact?
Page 2 of 23 Accessing 1. To open, go to: Start > All Programs > Microsoft Office 2013 and click once on Skype for Business 2015. 2. The first time you launch on a computer, you may receive a First things first box. Choose use recommended settings and click accept.
Page 3 of 23 3. will open and auto login. Interface Below are the features for the main page: 1. Personal Note Add a comment or quote about your status or day here.
Page 4 of 23 2. Status Set your current status here using the drop-down choices. 3. Location Click once here to type in your location (ex: off campus, In a meeting, etc.). 4. Contact icon click this to see the default screen of your current contact list (can expand or collapse). 5. Chat Room icon click this to join an existing chat room. 6. Conversation icon click this to see all of your conversations via instant messaging.
Page 5 of 23 7. Meeting icon click this to see all your scheduled meetings for the day (pulls from your Outlook calendar). 8. Search Box 9. See contacts by lets you group your list of contacts by group, status (online, away, unavailable, unknown), relationships (friends and family, workgroups, colleagues, external contacts, blocked contacts), and new (any new contacts you have added today). 10. Add a contact icon click the Add a contact icon to add a contact or create a group.
Page 6 of 23 Groups and Contacts Create Groups 1. To create a group, click once on the Add a Contact icon. On the drop-down menu, click once on Create a New Group. 2. At the bottom of the box, name your group and hit enter.
Page 7 of 23 3. To move, rename, or remove a group, right-click on the group name and click once on your choice. Add Contacts 1. To add a contact begin typing the name of the person in the Find someone or a room box
Page 8 of 23 2. As you type a name, users will appear below. Once the user appears you can stop typing. 3. Right-click on the user and hover over Add to Contact List. Click once on a group name to add them to that group. If you have not created a group, or you do not have a group you want to use, choose Other Contacts.
Page 9 of 23 Instant Messaging Sending Text 1. To create an instant message (IM) to a contact, double-click on a contact name. A message window (see below) will appear. 2. Type your message in the message area and hit enter.
Page 10 of 23 3. You also have options on the bottom right-hand side of your message box: Click the more options icon and choose Change Font Next, choose your font style, size, emphasis, or color of your text. Click the emoticon icon to choose from a selection of emoticons to add to your IM. Click the priority icon to mark your IM as high-importance.
Page 11 of 23 Sending File or Picture 1. To send a file or picture via instant message you can do this by: Drag-and-drop the file or picture from your computer into the message window. Copy and paste the file or picture from your computer into the message window.
Page 12 of 23 Sharing 1. lets you share information from your computer. With a message window open with another user, click the monitor icon. 2. From here you have the following options: Present Desktop choose to share the contents of your desktop monitor (s). Choose from all monitors, primary monitor, or secondary monitor.
Page 13 of 23 Present Programs choose to share just a program you have open. Present PowerPoint Files choose your PowerPoint file from a saved location. Add Attachments choose to add a file(s) from a saved location as an attachment. Shared Notes/My Notes choose to share OneNote notes from any notebook. More give you access to the following: o Whiteboard choose to get a blank space to share ideas. o Poll choose to gain quick feedback from users. o Q&A choose to allow users to post questions for you or others. Note: Your status will change to Presenting when sharing, and you will not receive instant messages during this time. Use the sharing toolbar at the top of the screen to stop sharing, or give control to participants.
Page 14 of 23 Adding Participants to your IM To add more than one participant to your group for sharing, click once on the Invite more People icon from the message window. Once the Participants box appears, click Invite More People button. The Send an IM box will appear, chose a contact from this list OR start typing the name of the person you would like to add to the conversation. As you type names will appear. Stop typing when you find the person you want to add. Double-click on the person s name you want to add them. Repeat steps #3-4 until all participants are added to your conversation.
Page 15 of 23 Video Starting a Video Call 1. Open an instant message window to a participant(s). Next, hover over the video icon and click Start My Video. 2. Your video starts streaming automatically from your camera to all participants that accept the video call.
Page 16 of 23 3. You have several options once connected to a video call: a. To IM participants in the call click on the IM icon b. To add participants, click on the invite more people icon c. To view participants on the video call, click the participants icon d. To stop the video (keep audio), click the camera icon e. To mute video, click the microphone icon f. To present content, click the present icon
Page 17 of 23 g. To end the call, click the phone icon h. To call other contact, click the call contacts icon i. For more options, click the more options icon Accepting a Video Call 1. When someone calls you, an alert pops up on your screen in the bottom right-hand corner of your screen.
Page 18 of 23 2. If you have your IM screen open, the incoming call will show the following: 3. Choose one of the following: To answer the call, click anywhere in the picture area or click Accept the Video Call. Click Ignore to reject the call and send to voice mail. Click Options to answer with audio only, reply by IM, or choose do not disturb.
Page 19 of 23 Setup It s a good idea to set up and test your devices, to ensure best audio and video quality. automatically detects the devices attached to your computer, but if you don t see a device you want, use the instructions that came with it to connect and install it first. Set up your audio device 1. In the main window hover over the Options icon, then tools, then choose Audio Device Settings. 2. Under Select the device you want to use for audio calls, pick the one you prefer.
Page 20 of 23 3. Use the sliders to adjust the speakers, microphone and ringer. 4. Click Check Call Quality to make a test call and hear how you sound. If you change your device, click OK on the window for the device to get set up, and then go back to check quality. If you don t get a chance to check your audio devices before your meeting, you can still test them when you re in a meeting or a call. Just pause on the phone/mic icon, and click the DEVICES tab to select your audio device, and adjust your speaker. When you join a meeting or make a call, you can use the controls to mute, unmute, pause or transfer the call.
Page 21 of 23 Set up your video device Your computer may have a built-in camera or you may attach one, such as a Webcam or a Roundtable device. Skype for Business 2015 (Lync) automatically detects the cameras, and you can pick any of them that you prefer. 1. In the main window hover over the Options icon, then tools, then choose Video Device Settings. 2. Choose or change your camera using the drop-down menu.
Page 22 of 23 3. Click Camera Settings to adjust any options, such as brightness or zoom.
Page 23 of 23 4. If doesn t detect a camera, or you don t see your video, check to see if another program on your computer is using the camera. Also make sure the camera is connected and follow the instructions that came with the device to install it. 5. If you have a built-in camera, but you still don t see your video, it might have been disabled on your computer. Troubleshooting Contact the IT Help Desk at (208) 769-3280 with any questions or help setting up or using Skype for Business 2015 (Lync).